Use cases

Role-specific paths — not a generic feature list

Default landings follow the job: owners see outcomes, approvers see exact scope, operators run recovery queues.

SMB owners

Job: Understand money found, approve material actions, see realized value

Needs: Executive clarity, trustworthy totals, low noise, clear fees

Default landing · Today

Job: Validate cases and approve recovery actions

Needs: Evidence depth, calculations, source freshness, exact action scope

Default landing · Approvals

Job: Review financial semantics and provide missing evidence

Needs: Reconciliation context, exportable packet, comments, client scoping

Default landing · Cases

Job: Manage conversations until resolution

Needs: Queues, deadlines, response threads, playbooks, escalation

Default landing · Recoveries